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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $27,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,295 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $5,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,159 | $106,749-46.5% | $145,433-60.7% | $82,448-30.7% |
| Participation rate | 95.5% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.4pp |
| Annual return | 20.12% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $5,617 | $3,444+63.1% | $4,554+23.3% | $2,551+120.2% |
| Participant deferral / active EE | $10,503 | $6,519+61.1% | $7,897+33.0% | $4,139+153.7% |
| Admin fee / account holder | $330 | $8,390-96.1% | $13,129-97.5% | $7,234-95.4% |